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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
376
Johnson Investment Counsel
Ohio
$539K +$219K +3,000 +74%
TWM
377
Thrive Wealth Management
Pennsylvania
$531K +$83K +1,138 +20%
DAM
378
Deltec Asset Management
New York
$526K -$43.8K -600 -8%
HSA
379
HBK Sorce Advisory
Pennsylvania
$525K
RCA
380
Resonant Capital Advisors
Wisconsin
$514K
Allianz Asset Management
381
Allianz Asset Management
Germany
$507K -$190K -2,600 -28%
FHA
382
First Horizon Advisors
Tennessee
$498K -$11.7K -160 -2%
PA
383
Pinnacle Associates
New York
$493K +$26.3K +361 +6%
LA
384
Lane & Associates
New Jersey
$483K
SF
385
Synovus Financial
Georgia
$480K -$9.12K -125 -2%
RCAG
386
Rehmann Capital Advisory Group
Michigan
$475K -$85.1K -1,166 -16%
Citigroup
387
Citigroup
New York
$475K -$18.2K -249 -4%
CWA
388
CM Wealth Advisors
Ohio
$471K +$460K +6,300 New
SAM
389
Silvercrest Asset Management
New York
$457K
CFD
390
Creative Financial Designs
Indiana
$451K +$60.2K +825 +16%
CWM
391
Congress Wealth Management
Massachusetts
$451K -$147K -2,010 -25%
CAM
392
Covenant Asset Management
New Jersey
$449K +$22.8K +313 +6%
Pathstone Holdings
393
Pathstone Holdings
New Jersey
$444K +$425K +5,827 New
EWA
394
EP Wealth Advisors
California
$438K
AWCI
395
Alpine Woods Capital Investors
New York
$438K
NWA
396
New World Advisors
Massachusetts
$437K -$52.2K -715 -11%
GGS
397
Galvin Gaustad & Stein
Arizona
$434K
FW
398
FirstPurpose Wealth
Utah
$430K +$6.57K +90 +2%
FCIM
399
Fairview Capital Investment Management
California
$426K
FA
400
Fountainhead AM
New Jersey
$424K -$11.8K -162 -3%